Deliver your Top Sales Reps to your Inbox each Week

How are your Sales Reps doing this month? Who are your top performers and who needs words of encouragement? Easily find out when the QuickBooks Sales by Rep report shows up in your mailbox, automatically every week.

The QuickBooks Sales By Rep Report summarizes your income from sales grouped by each sales representative:

To automatically email the Sales By Rep Report from ActiveBooks:

  1. Download, install and configure ActiveBooks, if necessary.

  2. Start ActiveBooks.

  3. Select Notification > Add to open the Add Notification window:

    Add QuickBooks Notification

  4. On the General tab:

    • Choose your QuickBooks company file in the Using field.

    • In the Send the field, expand the list and choose the Sales By Rep Report entry.

    • The For field defaults to This Month-to-date, which will track sales reps over the current month. This is fine for us but you can change it to another period if you like.

    • In the To field, enter your email address. You can easily send the report to others as well - just add each email, separated by a comma.

    • Finally, configure when and how often to email the report. Once a week is fine, on Wednesdays @ 8 AM.

    ActiveBooks Sales By Rep Report Report: General Tab

  5. Click the Save >> button. In a second or two, an entry for Sales By Rep Report will show up in the ActiveBooks window.

    ActiveBooks Sales By Rep Report Report: Created

  6. That's it! Your Sales By Rep Report will be automatically emailed next Wednesday (and every one after that!) at 8 in the morning. Feel free to preview the report (by selecting Notification > Preview...), or edit it to change the time, add email address, deliver a PDF, etc.

    ActiveBooks Sales By Rep Report Report: Preview

Sales By Rep Report not emailed as expected?